Stancorp Investment Advisers, Inc.
SEC-registered
Institutional / Pension Advisor · Large ($10B–$100B)
CRD 110228
· SEC file 801-57811
· Portland, OR
· WWW.STANDARD.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $34.5B
- Discretionary
- $34.5B
- Clients
- 96,128
- Avg AUM / client
- $359K
- Accounts
- 96,128
- Employees
- 81
AUM over time
$15.4B
$34.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026
Registered investment companies (funds/ETFs)
$29.7B
86%
Other
$3.5B
10%
Pooled investment vehicles
$1.4B
4%
Cash & equivalents
$345M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 1 positions, $0)
13F period Sep 30, 2015| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | None | None | $0 | 0 | — | 0.0% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 93,316 | $5.0B | 14.5% |
| Pension and profit sharing plans | 2,580 | $27.5B | 79.8% |
| Charitable organizations | 141 | $1.2B | 3.57% |
| State or municipal government entities | 91 | $727M | 2.11% |
People (77)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maria Esmeralda Gonzalez | President | CFA | May 2015 (11y) | Less than 5% |
| James Pei Yuen Huang | Secretary | Apr 2020 (6y) | Less than 5% | |
| Simpson, Thomas, Ray | Vice President & Treasurer | May 2020 (6y) | Less than 5% | |
| Charles Nmn Lim | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Werkman, Gary, Lee | Vice President | Nov 2022 (4y) | Less than 5% | |
| Shirley Jeanette Buckhanon Mouton | Registered representative | Mar 2001 (25y) | ||
| Meredith Dianne Tiboni | Registered representative | Jan 2005 (22y) | ||
| Randy Oneil Cater | Registered representative | Aug 2006 (20y) | ||
| Christina Diane Ferguson | Registered representative | Jan 2007 (20y) | ||
| Neal John Bransford | Registered representative | Jan 2007 (20y) | ||
| Richard John Rocco | Registered representative | Jan 2007 (20y) | ||
| William Frank Fedzen | Registered representative | Jan 2007 (20y) | ||
| Christopher Lawrence Nelson | Registered representative | Apr 2007 (19y) | ||
| Ryan T Quinn | Registered representative | Jan 2008 (19y) | ||
| Christopher Michael Coyle | Registered representative | Jan 2008 (19y) | ||
| David Matthew Kehl | Registered representative | Jun 2009 (17y) | ||
| Jason Travis Richmond | Registered representative | Nov 2009 (17y) | ||
| Matthew Scott Noska | Registered representative | Jan 2010 (17y) | ||
| Larry Joseph Costa | Registered representative | Feb 2010 (16y) | ||
| Maxwell Stuart Martinez Fonts | Registered representative | Apr 2010 (16y) | ||
| Kenneth Richard Schlosser | Registered representative | Jan 2011 (16y) | ||
| Keith Graham Nilsen | Registered representative | Jul 2011 (15y) | ||
| Christopher Frank Weekley | Registered representative | Jul 2011 (15y) | ||
| Bill Galanis | Registered representative | Aug 2011 (15y) | ||
| Jeffrey Stephen Weber | Registered representative | Feb 2012 (14y) | ||
| Cary John Weischadle | Registered representative | May 2012 (14y) | ||
| Dara Duane | Registered representative | Jul 2013 (13y) | ||
| Michael Gray Maxfield | Registered representative | Oct 2013 (13y) | ||
| Kenneth Eric Waineo | Registered representative | Dec 2013 (13y) | ||
| Adam Joseph Skach | Registered representative | Jan 2014 (13y) | ||
| Marina Beth Wiley | Registered representative | Oct 2014 (12y) | ||
| Seth Adam Marsters | Registered representative | May 2015 (11y) | ||
| Kenneth Wayne Kramer | Registered representative | May 2015 (11y) | ||
| Craig Alan Boyer | Registered representative | Jun 2015 (11y) | ||
| Lisa Lynn Hayes | Registered representative | Jul 2015 (11y) | ||
| Rian Anthony Clark | Registered representative | Jul 2015 (11y) | ||
| Brian E Beck | Registered representative | Mar 2016 (10y) | ||
| Mark Ames Lamontagne | Registered representative | Dec 2016 (10y) | ||
| Douglas B Corra | Registered representative | Feb 2017 (9y) | ||
| Sarah Elizabeth Mahalic | Registered representative | Jun 2017 (9y) | ||
| Bradley Thomas Weber | Registered representative | Dec 2017 (9y) | ||
| Natalie Marie Gentry | Registered representative | Jun 2018 (8y) | ||
| Serena Ella Royce | Registered representative | Jan 2019 (8y) | ||
| Collin Dennis | Registered representative | Aug 2020 (6y) | ||
| William Todd Mc Collough | Registered representative | Jun 2021 (5y) | ||
| Kyle James Worley | Registered representative | CFA | Oct 2021 (5y) | |
| Marc Phillip Olson | Registered representative | Nov 2021 (5y) | ||
| Heather Marie Gunter | Registered representative | Dec 2021 (5y) | ||
| Travis J Fossati | Registered representative | Dec 2021 (5y) | ||
| Shannon Di Valerio | Registered representative | Jan 2022 (5y) | ||
| Christopher Thomas Wolfe | Registered representative | Mar 2022 (4y) | ||
| Erik Justin Prest | Registered representative | Sep 2022 (4y) | ||
| Sam Alexander Movish | Registered representative | Sep 2022 (4y) | ||
| Raymond Dewayne Barrett | Registered representative | Nov 2022 (4y) | ||
| Tony Alan Soble | Registered representative | Jan 2023 (4y) | ||
| Alison Rainer | Registered representative | Jan 2023 (4y) | ||
| Jean Paul Cain | Registered representative | Jan 2023 (4y) | ||
| Jeffrey Rueber | Registered representative | CFA | Feb 2023 (3y) | |
| Robert Donald Mcbee | Registered representative | CFA | Feb 2023 (3y) | |
| Timothy John Hierlmaier | Registered representative | CFA | Feb 2023 (3y) | |
| Taylor Scott Smith | Registered representative | Feb 2023 (3y) | ||
| Russell Scott Harrison | Registered representative | Apr 2023 (3y) | ||
| Marija Petrova Muta | Registered representative | Jan 2024 (3y) | ||
| Albert Kolb Maixner | Registered representative | Feb 2024 (2y) | ||
| Christopher Kwiatek | Registered representative | May 2024 (2y) | ||
| James Edward Mcdowell | Registered representative | May 2024 (2y) | ||
| Kent Douglas Bartell | Registered representative | CFA | May 2024 (2y) | |
| Philip Matthew Williamson | Registered representative | Jul 2024 (2y) | ||
| David Justin Ozga | Registered representative | Sep 2024 (2y) | ||
| Christopher Robert Campbell | Registered representative | Dec 2024 (2y) | ||
| Silvia Hansen | Registered representative | Dec 2024 (2y) | ||
| Donna Bartlett | Registered representative | Jan 2025 (2y) | ||
| Jason Jakobi Maxey | Registered representative | Apr 2025 (1y) | ||
| Dieter Walters | Registered representative | Dec 2025 (1y) | ||
| Elice Jihyeon Lee | Registered representative | Jan 2026 (1y) | ||
| John Lavin | Registered representative | Jan 2026 (1y) | ||
| Peter Joseph Thompson | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stancorp Financial Group, Inc. | Owner | May 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • AS NOTED IN SCHEDULE D MISC,AFFILIATE BY INTERCOMPANY AGREEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- U.S. Bank $27.6B (80% of AUM) Mar 2024
- Standard Insurance Company $12.7B (38% of AUM) Jun 2025
- Reliance Trust Company $4.9B (14% of AUM) Mar 2026
- Charles Schwab & Co. $2.6B (7% of AUM) Mar 2026
- Minnesota Life Insurance Company $639M (2% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗